Recent Articles

Gold on sale, says the rational investor

Posted on August 4, 2015

The leveraged gold futures derivatives market is knocking down the precious metal, yet in massive contrast, this drop has ignited…

$8 trillion alternative energy boom is a win for copper

Posted on June 28, 2015

Copper will remain an irreplaceable component in our ever-expanding energy needs.

Gold in the age of soaring debt

Posted on June 19, 2015

The world now sits beneath a mountain of debt worth an astonishing $200 trillion.

Billions and billions pour into India and China

Posted on June 13, 2015

It’s been a little over a year since Narendra Modi took office in India, and so far the results have been mostly positive for the South Asian country and the surrounding region…

Breaking from the gold standard had disastrous consequences

Posted on June 12, 2015

About 100 years ago, in his testimony before Congress, banking giant J.P. Morgan famously stated: “Gold is money, and nothing else.”

Rate hike ahead? Here’s how to get your portfolio ready

Posted on May 31, 2015

We need to discuss core investing.

What America can learn from China’s infrastructure

Posted on May 31, 2015

Heavy news indeed for the country known for building the first-of-its-kind transcontinental railway and interstate highway system.

Yes, the top 1 pct do pay their fair share in income taxes

Posted on April 29, 2015

If you do the math, you’ll find that these 3 million Americans were responsible for contributing approximately $644 billion in tax revenue in 2014.

Finding Value in Declining Commodity Prices

Posted on April 28, 2015

Amazingly enough, precious metals are the best-performing commodities sub-sector so far this year, having collectively lost 2.5 percent.

Skin-in-the-game investing: Why it matters

Posted on March 15, 2015

“Why is the fund good enough for me but not good enough for them?”

China just crossed a landmark threshold

Posted on February 9, 2015

Many are already likening the new Silk Road undertaking to the Marshall Plan

Currency wars heat up as central banks race to cut rates

Posted on February 2, 2015

“The U.S. seems to be the only country right now that doesn’t mind having a strong currency.”

Epic price reversal for commodities in 2014

Posted on December 30, 2014

Whereas total returns for the S&P 500 Index and 10-Year Treasury bond stayed relatively stable throughout the year, commodities and the U.S. dollar both made an incredible about-face starting around late June, early July.

Solar energy powers silver demand to record high

Posted on November 24, 2014

For the first time, in fact, silver demand in the fabrication of solar panels is set to outpace photography, if it hasn’t already done so.

New jobs data: America off the mat, ready for the next round

Posted on October 22, 2014

The recession hit us hard, but like any iron-willed prizefighter, we rose off the mat, ready for the next round.

Did you see that opportunity when the markets corrected last week?

Posted on October 13, 2014

The dollar is significantly overbought relative to crude oil. The dollar is up almost two standard deviations, crude oil down almost one standard deviation.

Making the case for Lucara Diamond

Posted on August 30, 2014

Let’s talk diamonds for a change.

Three Gorges Dam described in superlatives

Posted on August 16, 2014

Comprehending China's massive infrastructure build.

Knowing where you are in the market's cycle

Posted on August 16, 2014

Elon Musk says the lessons of history would suggest that civilizations move in cycles.

Domestic and Indian gold rally points to a strong second half

Posted on July 20, 2014

Data points going back 35 years confirm the probability of gold gaining strength in the second half

2014 commodities halftime report

Posted on July 14, 2014

What a difference six months can make.

Gold investors: Let this cycle be your guide

Posted on June 22, 2014

History indicates good times are ahead.

From Constantinople to Istanbul, Turkey has never been better

Posted on June 2, 2014

Every time he travels to Turkey, portfolio manager of our Emerging Europe Fund (EUROX), Tim Steinle, says the country continues to develop.

It’s morning in India: Narendra Modi’s pro-business policies point to strong sectors growth

Posted on June 1, 2014

Sworn in on Tuesday, Modi’s pro-business, small-government policies have already prompted many citizens of the world to liken him to such transformative leaders as Reagan and Margaret Thatcher.

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